Aberdeen Group plc Sells 26,708 Shares of United Airlines Holdings Inc $UAL
Aberdeen Group plc reduced its stake in United Airlines Holdings Inc (UAL) by 26.5%, selling 26,708 shares and now holding 74,234 shares valued at $7.16 million. This follows significant insider sales by CEO J. Scott Kirby and President Brett J. Hart. Despite these sales, United Airlines beat quarterly EPS estimates, provided strong FY-2026 EPS guidance, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $137.32.
Why Delta (DAL) Stock Is Up Today
Delta Air Lines (DAL) stock rose by 3.1% after the Supreme Court struck down sweeping Trump tariffs, a decision seen as beneficial for companies relying on global supply chains by potentially lowering operating costs. This positive news offset earlier concerns about slowing economic growth and rising inflation. The stock closed up 3% at $69.46, with additional news of new global tariffs announced by the Trump administration.
Delta Air Lines Stock: Earnings Beat, Strong Guidance—Is the Rally Just Starting?
Delta Air Lines (DAL) reported stronger-than-expected earnings and reaffirmed its full-year outlook, driven by resilient U.S. travel demand and premium cabin strength. Analysts are split on future upside, with some seeing continued growth due to strong fundamentals and debt reduction, while others caution about sector-specific risks like fuel prices and economic slowdowns. The article provides a detailed analysis of Delta's financial performance, market positioning, and analyst consensus, noting its role as a "quality pick" within the airline industry for investors seeking exposure to U.S. consumer spending.
Skandinaviska Enskilda Banken AB publ Has $4.70 Million Stock Position in United Airlines Holdings Inc $UAL
Skandinaviska Enskilda Banken AB publ significantly reduced its stake in United Airlines Holdings Inc (UAL) by 43.7% in the third quarter, holding shares valued at $4.7 million. Despite this, United Airlines surpassed earnings expectations with strong Q3 results and provided positive guidance for Q1 and FY2026. The article also notes significant insider selling by the company's president and CEO, alongside various analyst upgrades and a "Moderate Buy" consensus rating for UAL stock.
Dividend Roundup: Halliburton, AbbVie, Johnson & Johnson, Delta Air Lines, and more
This week saw increased dividend payouts from Sherwin-Williams and Analog Devices, alongside declarations from companies like Halliburton and AbbVie. Next week, major industry players such as Johnson & Johnson are also expected to make dividend declarations. The article highlights key dividend activities and upcoming announcements from various companies.
Middle East Tensions Drive Oil Prices Up, Sending American Airlines, Delta, and JetBlue Fares Soaring – Are You Ready for the Price Hike?
Escalating tensions in the Middle East are causing oil prices to surge to a seven-month high, putting significant pressure on airline stocks like American Airlines, Delta, and JetBlue. This increase in fuel costs is threatening airline profit margins and operational expenses, potentially leading to higher ticket prices for consumers and creating a volatile environment for investors. Airlines are grappling with managing these rising costs amid geopolitical instability and other financial pressures while the market monitors the situation for further impacts on the industry's profitability and traveler demand.
Here's Why Delta Air Lines (DAL) Fell More Than Broader Market
Delta Air Lines (DAL) stock fell 5.16% in a recent trading session, underperforming the broader market. Analysts anticipate a significant increase in EPS and revenue for the upcoming earnings report and the full year, with the stock currently holding a Zacks Rank of #3 (Hold). Despite the recent dip, the company's valuation, including its Forward P/E and PEG ratios, suggests it is trading at a discount compared to its industry average.
UAL Stock Heads to $100 as Oil Spike and United Airlines Rewards Shift Raise Concerns
United Airlines Holdings, Inc. (UAL) shares dropped nearly 6% due to a surge in oil prices and changes to its MileagePlus loyalty program. Rising crude oil prices, driven by geopolitical tensions, increase fuel costs and pressure airline profit margins. The revamp of the rewards program, which favors cardholders, could alienate non-cardholding customers, adding further uncertainty for investors.
The Guide to Alaska Airlines First Class
This guide details the Alaska Airlines first-class experience, including perks like luxury seating, priority boarding, free checked bags, and lounge access. It also explains how to book first-class tickets using Atmos points and discusses how the offering compares to the premium class. The article emphasizes maximizing value through point redemptions, especially for international travel on partner airlines within the Oneworld alliance.
Delta Air Lines Inc. stock underperforms Thursday when compared to competitors
Delta Air Lines Inc. (DAL) shares fell 5.16% on Thursday, closing at $67.44, amidst a general market downturn where the S&P 500 Index and Dow Jones Industrial Average also declined. This performance marked the end of a two-day winning streak for the airline's stock. The article highlights DAL's underperformance compared to its competitors on this particular trading day.
Flying Delta in 2026: New Routes, SkyMiles Shake-Up, and a Stock Pivot
Delta Air Lines is undergoing a significant transformation in 2026, impacting US travelers with new international routes, changes to its SkyMiles loyalty program, and a strategic pivot in its stock performance. The airline is focusing on premium cabins and operational reliability, while also recalibrating its loyalty program to reward higher-spending customers, leading to both praise for its service and frustration over SkyMiles devaluation. For travelers, Delta remains a strong option for reliability and global reach from its hubs, but its increasing focus on spend-based loyalty means it's not always the cheapest option for those prioritizing low fares.
DAL vs. AAL: Which Airline Stock Is a Stronger Play Now?
This article compares Delta Air Lines (DAL) and American Airlines (AAL) to determine which is a stronger investment. It highlights DAL's robust international travel demand, diversified revenue streams, consistent earnings beats, dividend hikes, and superior stock performance, despite high labor costs. AAL faces challenges with high debt, projected losses, and rising labor costs, though it benefits from lower oil prices and AI adoption.
How to See if You Qualify for an Amex Platinum Card Without Impacting Your Credit Score
The American Express Platinum Card offers a generous welcome bonus and thousands of dollars in perks, but not everyone will qualify for it. Potential applicants can check their eligibility without impacting their credit score, although accepting the card will affect it. The card is designed for individuals with "good" to "excellent" credit, and American Express has a "once-in-a-lifetime" rule for welcome bonuses.
American Airlines chooses CFM International engines to power future deliveries of Airbus A321neos
American Airlines has announced that CFM International's LEAP-1A engines will power its future deliveries of Airbus A321neo aircraft, reaffirming a long-standing partnership. This agreement extends the maintenance services for these engines, ensuring continued reliability and cost-efficiency. The decision supports American's fleet modernization, with 120 A321neos and 35 A321XLRs on order, all set to be equipped with CFM LEAP-1A engines.
Wheels Up Announces Fourth Quarter Results
Wheels Up (NYSE: UP) announced its financial results for the fourth quarter of 2025, reporting a significant 67% year-over-year improvement in net loss and achieving positive Adjusted EBITDAR for the first time. The company's enhancements in operational reliability, fleet modernization, and the introduction of its Signature Membership program, coupled with its Delta partnership, are driving commercial momentum and progress toward sustainable, profitable growth. Key financial highlights include total revenue of $184 million, a net loss of $29 million, and Adjusted EBITDA of $33 million, reflecting benefits from fleet transition and cost reduction initiatives.
Frontier bets on budget travelers as other airlines focus on premium market
Frontier Airlines is banking on a strategy targeting budget travelers, even as other airlines pursue the premium market. CEO James Dempsey believes that flying more on off-peak days and cutting fares can capture market share, refuting bankruptcy rumors and focusing on profitability despite Wall Street's skepticism. The airline also plans to introduce first-class seats and Wi-Fi by 2027 while aiming for $200 million in annual cost savings.
Citizens reiterates Market Outperform on Addus HomeCare stock at $150
Citizens has reiterated a "Market Outperform" rating on Addus HomeCare (NASDAQ: ADUS) with a maintained price target of $150, suggesting a 32% upside. The firm anticipates strong execution from Addus HomeCare into 2026, driven by recent rate increases in key personal care states. According to InvestingPro data, the stock appears undervalued and the company is well-positioned for accretive acquisitions due to its moderate debt level and projected $140 million in free cash flow for 2026.
Joby Applies for Aircraft Certification in Australia
Joby Aviation, a developer of electric air taxis, has formally applied for its aircraft to be certified for use in Australia by the Civil Aviation Safety Authority (CASA). This application leverages a bilateral agreement between the FAA and CASA, paving the way for the introduction of quiet, emissions-free air taxis in the country. The company has also applied for validation of its FAA type certificate in Japan and the UK, demonstrating a global strategy for commercial operations.
Ryder Q4 Earnings Miss Estimates, Increase Year Over Year
Ryder System, Inc. (R) reported Q4 2025 earnings and revenues that missed Zacks Consensus Estimates but showed year-over-year growth in earnings per share due to share repurchases. Despite weaker rental demand and a prolonged freight market downturn impacting some segments, SCS and DTS met their target pre-tax earnings. The company provided an outlook for 2026, including adjusted EPS expectations and projected revenue and free cash flow increases.
Morning Business Report: FAA orders merit-based pilot certification as Apple expands and Wendy’s closes stores
The FAA has mandated that U.S. airlines certify pilots based solely on merit, moving away from DEI initiatives, a decision supported by Sean Duffy for safety reasons. Concurrently, Apple is venturing into video podcasting to compete with existing platforms, and Wendy's plans to close approximately 350 U.S. locations while expanding its value menu to combat declining sales.
Assessing Southwest Airlines (LUV) Valuation After A Strong Multi‑Period Share Price Rally
This article analyzes Southwest Airlines (LUV) valuation after significant share price gains, noting a discrepancy between a popular narrative estimating the company as 14.3% overvalued at $54.26, and a DCF model suggesting a 59.9% discount. The narrative anticipates strong earnings growth from loyalty program optimization and partnership agreements, while the DCF model projects a fair value of $135.47 per share. The article encourages investors to examine the underlying assumptions to form their own conclusions.
Why Does American Airlines Upgrade Pilots To First Class Before Paying Passengers?
American Airlines has begun upgrading deadheading pilots to first class before some elite-status paying passengers, a policy stemming from recent labor agreement changes. This decision, aimed at ensuring pilot rest and aligning with industry standards, has generated debate among frequent flyers who feel their loyalty is being devalued. While pilots do not displace passengers with confirmed first-class seats, the new process can lead to last-minute upgrade disappointments for elite members, highlighting a shift in airline loyalty benefits.
Chaos on Delta flight as passenger tries to breach cockpit at major airport
A Delta Air Lines flight from Houston to Atlanta was delayed after a passenger allegedly attempted to breach the cockpit moments before takeoff. Houston Police officers responded, removed the individual from the plane, and the person is believed to be experiencing a mental health issue. No injuries were reported, and the flight departed approximately two hours later.
Palladyne AI Accelerates Commercial Push With Appointment of Matt Muta as President of Commercial Business
Palladyne AI (NASDAQ: PDYN, PDYNW) has appointed long-time board member Matt Muta as President, Commercial and Industrial, effective March 2, 2026. This move highlights the company's intensified focus on monetizing its embodied AI software platform, Palladyne IQ, for poly-functional robots in industrial settings. Muta's extensive background in commercializing complex technology at companies like Microsoft and Delta Air Lines is expected to drive enterprise adoption and revenue growth for Palladyne AI.
Major airline's flight delayed after ‘no smoking’ signs are discovered missing
An American Airlines flight was recently delayed because a "no smoking" sticker was missing from a row of seats, rendering the plane unable to legally fly. Federal regulations mandate specific cabin signage, and despite suggestions for a simple fix like a Sharpie, the airline had to wait for a new sticker. This incident highlights the strict adherence required to FAA regulations, even for minor issues, and echoes a previous grounding of United Airlines planes over similar "no smoking" sign requirements.
Atria Investments Inc Reduces Stock Position in United Airlines Holdings Inc $UAL
Atria Investments Inc. reduced its stake in United Airlines Holdings Inc. (NASDAQ:UAL) by 34.2% in the third quarter, selling 9,755 shares and leaving it with 18,728 shares valued at approximately $1.807 million. Despite insider selling by CEO J. Scott Kirby and President Brett J. Hart, analysts maintain a broadly positive outlook with an average target price of $135.97, following United's recent beat on quarterly EPS estimates and strong FY2026 guidance.
Expeditors' Q4 Earnings Coming Up: What's in Store for the Stock?
Expeditors International of Washington (EXPD) is set to report its Q4 2025 earnings on Feb. 24, with expectations of a decline in both EPS and revenues year-over-year. Despite projected weakness in ocean freight and services due to oversupply and trade disputes impacting U.S.-China routes, the company's Q4 performance is expected to be aided by strong Airfreight Services and Customs brokerage revenues. However, Zacks' model does not predict an earnings beat for EXPD, which currently holds a Zacks Rank #3.
Yale Dean’s Bizarre Defense of American Airlines 'Beloved' CEO Backfires—Embarrassingly Wrong On The Facts
A Yale Dean published an article defending American Airlines CEO Robert Isom, praising his leadership and accomplishments. However, the author of this article, Gary Leff, systematically refutes each of the Dean's claims, presenting evidence that Isom's achievements are overstated, misattributed, or based on incorrect facts. Leff suggests the Dean's article is poorly researched and merely launders American Airlines' talking points.
One airline is about to bring a big increase in first-class seats to SFO
Delta Air Lines is planning to significantly increase the number of first-class seats available on its flights between Atlanta and San Francisco International Airport (SFO). This move is expected to benefit SFO summer travelers looking for premium experiences on this key business route. The article suggests this strategy is a response to regulatory circumstances.
Stocks Recover on Strength in Apple and Airline Stocks
Stock indexes experienced a mixed trading session, recovering from early losses, with Apple and airline stocks showing strength. The broader market was influenced by Apple's announcement of a product launch and new devices, while AI-related concerns and mixed economic news, alongside hawkish Fed comments, also played a role. Investors are now focusing on upcoming corporate earnings, economic data releases, and remarks from the Federal Reserve.
Stanley Druckenmiller's Duquesne initiates position in Goldman Sachs, exits Meta in Q4 (AA:NYSE)
Stanley Druckenmiller's Duquesne Family Office initiated a position in Goldman Sachs (GS) and exited Meta Platforms (META) in Q4. The family office bought approximately 28,000 shares of Goldman Sachs common stock and sold about 76,000 Class A shares of Meta. Duquesne also made other significant changes, including initiating positions in airlines and increasing stakes in technology and life sciences companies.
Made by Toyota: Joby Aviation Targeting 4 Aircraft Per Month
Joby Aviation is shifting from a research startup to an aerospace manufacturer, aiming to produce four aircraft per month by 2027. This ambitious target is supported by Toyota, which has deployed 200 engineers to Joby's facilities to implement the Toyota Production System, improving efficiency and lowering unit costs. Despite recent stock dilution from a $1 billion capital raise, this move secures Joby's financial runway and positions it for future viability in the electric vertical take-off and landing (eVTOL) sector.
Delta (DAL) Is Considered a Good Investment by Brokers: Is That True?
This article examines the reliability of brokerage recommendations for Delta Air Lines (DAL), noting that while brokers rate DAL highly, these recommendations often have a positive bias. It introduces the Zacks Rank as a more dependable indicator of stock performance, emphasizing its reliance on earnings estimate revisions rather than potentially biased brokerage opinions. The article concludes by suggesting caution with DAL's "Buy-equivalent" average brokerage recommendation, given its current Zacks Rank #3 (Hold).
Expeditors' Q4 Earnings Coming Up: What's in Store for the Stock?
Expeditors International of Washington (EXPD) is scheduled to report its Q4 2025 results on February 24th, with analysts forecasting a decline in both earnings and revenues compared to the previous year. While the company has a strong track record of beating earnings estimates, their model does not predict an earnings beat this quarter due to an Earnings ESP of 0.00% and a Zacks Rank #3. Despite expected strength in airfreight services and customs brokerage, challenges in ocean freight due to oversupply and weakening U.S.-China trade volumes are likely to impact performance, though cost cuts may help the bottom line.
Expeditors' Q4 Earnings Coming Up: What's in Store for the Stock?
Expeditors International of Washington (EXPD) is set to report its fourth-quarter 2025 earnings on February 24. While the Zacks Consensus Estimate projects a year-over-year decline in EPS and revenues for Q4, the company has a strong track record of beating earnings estimates. The model, however, does not predict an earnings beat this quarter due to a 0.00% Earnings ESP.
Delta Air Lines Just Flipped the Script on US Flyers: Here’s What Changed
Delta Air Lines is making significant changes impacting U.S. flyers' wallets, comfort, and investment portfolios, from new routes and fare structures to tweaks in its SkyMiles program. The airline continues to see strong demand, especially in premium cabins, while maintaining a competitive edge in operational reliability. Flyers face a dynamic pricing environment and an ecosystem designed to incentivize commitment through hubs, credit cards, and status, prompting a need for careful consideration before booking.
United Airlines Holdings Inc $UAL Shares Bought by GSA Capital Partners LLP
GSA Capital Partners LLP significantly increased its stake in United Airlines Holdings Inc (UAL) by 830.7% in Q3, now owning 36,679 shares valued at $3.54 million. This move contradicts recent insider selling, as CEO J. Scott Kirby and President Brett J. Hart both pared down their holdings. Despite the insider sales, United Airlines recently surpassed Q4 earnings estimates and provided strong FY2026 guidance, maintaining a "Moderate Buy" consensus rating from analysts with an average target price of $135.97.
FTAI Aviation Expands Relationship with Air France Through Transaction Focused on End-of-Life Fleet Strategy
FTAI Aviation Ltd. has acquired seven off-lease Airbus aircraft from Air France, including A318-100, A319-100, and A321-200 models. This transaction aids Air France in modernizing its narrowbody fleet and provides FTAI with additional engine and module feedstock for its Aerospace Products and Power platforms, particularly CFM56 engines. The move underscores FTAI's strategy of creating asset value through its innovative engine repair capabilities and offering flexible fleet management solutions.
Allegiant Plans Dolly Parton-Themed Flight to Dollywood
Allegiant Air is partnering with Dollywood Parks & Resorts to offer "Flight #925: Destination Dollywood," a special themed flight from Orlando/Sanford to Knoxville on November 6, 2026. This unique experience will celebrate Dolly Parton’s "9 to 5" and will feature on-board entertainment, exclusive park perks for passengers, and special lodging packages at Dollywood properties. The initiative aims to provide an immersive travel experience to the Great Smoky Mountains, coinciding with Dollywood's Smoky Mountain Christmas event.
GE Electric Stock Surged 50% Last Year. Here’s What Could Drive Further Gains in 2026
General Electric Company (GE) saw its stock surge 50% last year, driven by strong Q4 2025 results including a 20% revenue increase and 15% free cash flow growth. The company has issued optimistic fiscal 2026 guidance, targeting further revenue growth, increased operating profit, and substantial free cash flow. A TIKR valuation model projects GE stock could reach $430 by December 2028, representing a 36% total upside and an 11% annualized return, based on continued strength in commercial services and engine deliveries.
Legal Battle Intensifies as Boeing Seeks to Block Last-Minute Claim
Boeing is attempting to block LOT Polish Airlines from submitting a revised damages report totaling $203.6 million just hours before a trial related to the 737 MAX grounding. The aerospace giant accuses the airline of a "last-minute ambush," arguing the new figures were submitted past deadlines. This legal battle unfolds as Boeing reports strong operational performance, including 107 orders in January, despite ongoing legal fallout from the MAX crisis.
The skies for American Airlines are clearer than you think
This article argues that American Airlines CEO Robert Isom is successfully leading the company despite critical media narratives and unique challenges. It highlights American's strong network, investment in its highly unionized workforce, and strategic partnerships, while also acknowledging disproportionate impacts from external factors like Boeing's production issues and severe weather. The authors assert that a superficial comparison with competitors overlooks Isom's significant accomplishments in debt reduction, fleet modernization, and technological innovation.
United Airlines Holdings Inc $UAL Shares Sold by Todd Asset Management LLC
Todd Asset Management LLC reduced its stake in United Airlines Holdings Inc (NASDAQ:UAL) by 23.1% in the third quarter, selling 88,317 shares and retaining 294,834 shares valued at $28.45 million. The article also highlights recent insider selling by President Brett J. Hart and CEO J. Scott Kirby, despite the company topping earnings estimates and receiving a largely positive outlook from analysts with a consensus "Moderate Buy" rating and an average price target of $135.97.
Frontier Group Holdings (ULCC) Is Down 17.9% After Q4 Beat And Fleet Revamp Plan - Has The Bull Case Changed?
Frontier Group Holdings (ULCC) reported strong Q4 2025 results, exceeding profit expectations with $997 million in revenue and $53 million in net income, alongside a strategic fleet optimization plan by new CEO James Dempsey. This plan includes early termination of 24 aircraft leases and deferred Airbus deliveries, aiming to improve efficiency and operational reliability. Despite these positive developments, the stock dropped 17.9%, raising questions about the company's investment narrative, particularly concerning ongoing challenges with unit costs and pricing pressure.
Southwest WiFi Upgrade And Board Changes Put Valuation And Risks In Focus
Southwest Airlines announced it will offer free Starlink WiFi and cabin upgrades across its fleet, alongside a reduction in its board size with two directors resigning. This initiative aims to enhance customer experience and competitiveness in the low-cost airline market, while the governance changes highlight a period of corporate restructuring. Investors should consider the impact on capital allocation, customer experience, and governance, as these moves may affect Southwest's market position and financial outlook.
Delta Air Lines, Inc. (NYSE:DAL) Sees Large Decrease in Short Interest
Delta Air Lines (NYSE:DAL) experienced a significant 19.8% decrease in short interest during January, totaling 15.94 million shares by the end of the month. Despite heavy insider selling amounting to $37.1 million over the last quarter, analysts maintain a bullish "Buy" rating with an average target price of $80.47. The company also surpassed its EPS estimates last quarter and provided strong guidance for FY2026.
Public Sector Pension Investment Board Has $17.35 Million Stake in SkyWest, Inc. $SKYW
The Public Sector Pension Investment Board increased its stake in SkyWest, Inc. by 10.1% in Q3, now holding 172,424 shares valued at $17.35 million. This move is part of a broader trend of significant institutional buying, with several other funds also boosting their positions. Analysts currently have a "Moderate Buy" rating on SkyWest, with a consensus price target of $123.83, despite the company recently missing its Q4 EPS estimates.
Delta Air Lines, Inc. $DAL Shares Acquired by Stratos Wealth Partners LTD.
Stratos Wealth Partners LTD. has significantly increased its stake in Delta Air Lines (DAL) by 89.7% in the third quarter, now holding 39,341 shares valued at approximately $2.23 million. This comes as institutional investors collectively own about 69.9% of DAL, while company insiders have been net sellers, divesting 520,550 shares ($37.1 million) over the past three months. Despite insider sales and some mixed analyst sentiment, Delta reported a Q1 EPS beat, set positive FY2026 guidance, announced a large profit-sharing payout, and maintains a consensus "Buy" rating with an average target price near $80.47.
Caprock Group LLC Makes New Investment in Delta Air Lines, Inc. $DAL
Caprock Group LLC has acquired a new position in Delta Air Lines, Inc. (NYSE:DAL) by purchasing 20,278 shares valued at approximately $1,253,000. This investment, disclosed in a recent SEC filing, follows similar moves by several other institutional investors who have either increased their stakes or initiated new positions in the airline. Analysts maintain a generally positive outlook on DAL, with many issuing "Buy" or "Outperform" ratings and forecasting an average target price of $80.47, despite recent insider stock sales and some mixed sentiment from AI models.
Delta Air Lines, Inc. (DAL) Strengthens International Expansion
Delta Air Lines (DAL) is expanding its international fleet to meet strong demand from corporate and high-income travelers. The company recently approved a quarterly dividend and reiterated plans to purchase 31 Airbus wide-body jets, with deliveries scheduled for 2029. This move is part of Delta's strategy to modernize its fleet with more fuel-efficient aircraft and capitalize on resilient premium international demand.
